Put your compliance on autopilot, limit liability and increase client trust
Compliance is never a fun topic, it’s often complicated, frustrating and in many jurisdictions a legal requirement. A core element of the Practice Protect Platform focuses on putting your compliance on autopilot and proving yourself as a responsible client data custodian.
Do you really know if your firm is secure? Do you have the right policies in place? As part of your journey with Practice Protect, we will work with you in your first 90 days to create personalized in-depth Risk Assessment Matrix, WISP, Identification Matrix, Cyber Incidence Response Plan and Risk Mitigation Plan. Here we identify what changes we can help you implement with minimal disruption to your business whilst making you more secure and more compliant.
Compliance is not just about checking a set of boxes; it is about ensuring you are your client’s trusted advisor. Even when you do everything right there is still room for human error; when that happens, you need to be able to show you have done everything within reason to protect your clients’ best interests. Compliance isn’t just about paperwork; it is about helping to reduce your legal liability.
As accounting professionals, you are already so busy trying to keep up with all the industry changes plus working with your clients. This is why the Compliance Hub is regularly updated and kept at best practice levels. As standards change, innovation happens, or legislation is updated we have you covered, our team will work in the background to update your policies and roll them out to ensure you remain at the highest possible levels of compliance.
Position your brand as truly cybersecurity conscious with ready-to-use letters & fact sheets to give clients peace of mind.
Packaged onboarding processes to bring new employees up to speed on best practice security.
Complete our data security certification
course and earn the global accounting
data security mark.
IRS-ready compliance docs (aligned to publication 4457, section 7216 and section 6713).
Ready-to-go insurance information pack to pass on to your preferred cyber insurer to assist with competitive pricing.
Plug-and-play data security and internet usage policy.
Third party access agreements ensure that application access does not become a weakness and compliance gap in your business.
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